Creative Planning
OVERLAND PARK KS · SEC CIK 0001540235
$1,474.25亿2026Q1 申报市值
4,090持仓数
41.9%前十大占比 · 第一大 10.6%
294 / 115新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSV 加仓+$8.84亿
IVV 加仓+$6.70亿
SPDW 加仓+$3.97亿
AGG 加仓+$3.36亿
VONV 加仓+$2.73亿
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$2.41亿
SCHX 减仓-$3,954.43万
SPY 减仓-$3,820.49万
SCHV 减仓-$3,386.63万
AZN 清仓-$3,342.38万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PTLC | PACER FDS TR | $853.19万 | 0.01% | 162,637 | -285 | -0.2% | -$1.50万 | 减仓 |
| FICO | FAIR ISAAC CORP | $853.05万 | 0.01% | 7,991 | -737 | -8.4% | -$78.68万 | 减仓 |
| TPR | TAPESTRY INC | $852.45万 | 0.01% | 60,410 | 11,733 | 24.1% | $165.56万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $851.80万 | 0.01% | 119,668 | 29,242 | 32.3% | $208.15万 | 加仓 |
| PPL | PPL CORP | $851.67万 | 0.01% | 222,950 | 58,686 | 35.7% | $224.18万 | 加仓 |
| MKSI | MKS INC. | $850.82万 | 0.01% | 37,023 | -5,804 | -13.6% | -$133.38万 | 减仓 |
| KHC | KRAFT HEINZ CO | $850.64万 | 0.01% | 378,231 | 182,210 | 93.0% | $409.79万 | 加仓 |
| CPAY | CORPAY INC | $850.51万 | 0.01% | 29,228 | 6,910 | 31.0% | $201.08万 | 加仓 |
| IWC | ISHARES TR | $847.40万 | 0.01% | 53,092 | 11 | 0.0% | $1,756 | 加仓 |
| PLXS | PLEXUS CORP | $845.56万 | 0.01% | 41,748 | 8,684 | 26.3% | $175.89万 | 加仓 |
| MTDR | MATADOR RES CO | $841.77万 | 0.01% | 133,233 | 44,396 | 50.0% | $280.49万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $840.02万 | 0.01% | 29,887 | 9,197 | 44.5% | $258.50万 | 加仓 |
| XYZ | BLOCK INC | $839.75万 | 0.01% | 139,540 | 67,867 | 94.7% | $408.42万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $839.33万 | 0.01% | 51,657 | 19,664 | 61.5% | $319.50万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $838.92万 | 0.01% | 136,565 | 14,214 | 11.6% | $87.32万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $832.40万 | 0.01% | 529,515 | -36,631 | -6.5% | -$57.58万 | 减仓 |
| — | HOLOGIC INC | $829.36万 | 0.01% | 109,718 | 8,762 | 8.7% | $66.23万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $829.03万 | 0.01% | 42,289 | 9,016 | 27.1% | $176.75万 | 加仓 |
| NU | NU HLDGS LTD | $827.69万 | 0.01% | 575,988 | -103,462 | -15.2% | -$148.67万 | 减仓 |
| KIM | KIMCO REALTY CORP | $827.18万 | 0.01% | 368,127 | 196,752 | 114.8% | $442.10万 | 加仓 |
| HCI | HCI GROUP INC | $826.45万 | 0.01% | 53,454 | -665 | -1.2% | -$10.28万 | 减仓 |
| GLPI | GAMING & LEISURE P | $822.46万 | 0.01% | 185,363 | 35,082 | 23.3% | $155.66万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $817.95万 | 0.01% | 45,442 | 7,450 | 19.6% | $134.10万 | 加仓 |
| RELX | RELX PLC | $817.01万 | 0.01% | 246,458 | 40,529 | 19.7% | $134.35万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $816.64万 | 0.01% | 35,369 | -18,044 | -33.8% | -$416.62万 | 减仓 |
| COHR | COHERENT CORP | $816.36万 | 0.01% | 34,271 | 7,658 | 28.8% | $182.42万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $815.69万 | 0.01% | 34,969 | 3,416 | 10.8% | $79.68万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $814.74万 | 0.01% | 146,748 | 19,146 | 15.0% | $106.30万 | 加仓 |
| PCVX | VAXCYTE INC | $814.57万 | 0.01% | 140,177 | 37,491 | 36.5% | $217.86万 | 加仓 |
| AOR | ISHARES TR | $813.07万 | 0.01% | 126,352 | -1,990 | -1.6% | -$12.81万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $811.15万 | 0.01% | 39,555 | 3,973 | 11.2% | $81.47万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $810.92万 | 0.01% | 247,759 | 145,397 | 142.0% | $475.89万 | 加仓 |
| EAGG | ISHARES TR | $810.58万 | 0.01% | 170,469 | 96,176 | 129.5% | $457.32万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $810.12万 | 0.01% | 89,903 | 17,416 | 24.0% | $156.94万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $808.71万 | 0.01% | 91,899 | 55,792 | 154.5% | $490.97万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $807.99万 | 0.01% | 200,642 | 8,330 | 4.3% | $33.54万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $806.18万 | 0.01% | 72,721 | 624 | 0.9% | $6.92万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $805.60万 | 0.01% | 154,983 | 36,970 | 31.3% | $192.17万 | 加仓 |
| IDA | IDACORP INC | $804.57万 | 0.01% | 56,275 | 16,506 | 41.5% | $235.99万 | 加仓 |
| EG | EVEREST GROUP LTD | $803.38万 | 0.01% | 24,579 | 10,451 | 74.0% | $341.60万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $803.03万 | 0.01% | 6,367 | 1,554 | 32.3% | $196.00万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $798.77万 | 0.01% | 149,331 | 20,757 | 16.1% | $111.03万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $798.13万 | 0.01% | 24,122 | 307 | 1.3% | $10.16万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $796.61万 | 0.01% | 227,278 | 227,278 | — | $796.61万 | 新建仓 |
| BYD | BOYD GAMING CORP | $796.21万 | 0.01% | 96,886 | 70,437 | 266.3% | $578.85万 | 加仓 |
| KGC | KINROSS GOLD CORP | $795.71万 | 0.01% | 260,719 | 44,416 | 20.5% | $135.56万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $793.94万 | 0.01% | 242,130 | 242,130 | — | $793.94万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $792.70万 | 0.01% | 207,189 | 40,309 | 24.2% | $154.22万 | 加仓 |
| BFC | BANK FIRST CORP | $792.53万 | 0.01% | 58,680 | -6 | -0.0% | -$810 | 减仓 |
| TREX | TREX INC | $791.00万 | 0.01% | 217,187 | 109,692 | 102.0% | $399.50万 | 加仓 |
| CMS | CMS ENERGY CORP | $790.93万 | 0.01% | 101,950 | 22,438 | 28.2% | $174.07万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $790.78万 | 0.01% | 300,333 | -76,221 | -20.2% | -$200.69万 | 减仓 |
| IEX | IDEX CORP | $790.70万 | 0.01% | 41,715 | 12,215 | 41.4% | $231.53万 | 加仓 |
| — | TRI POINTE HOMES INC | $789.80万 | 0.01% | 169,014 | 61,652 | 57.4% | $288.10万 | 加仓 |
| FLO | FLOWERS FOODS INC | $789.18万 | 0.01% | 968,324 | -267,072 | -21.6% | -$217.66万 | 减仓 |
| SKYW | SKYWEST INC | $787.40万 | 0.01% | 85,746 | 24,605 | 40.2% | $225.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $786.04万 | 0.01% | 270,771 | 270,771 | — | $786.04万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $785.93万 | 0.01% | 26,847 | -3,514 | -11.6% | -$102.87万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $782.12万 | 0.01% | 70,196 | -4,780 | -6.4% | -$53.26万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $778.87万 | 0.01% | 46,900 | 5,289 | 12.7% | $87.83万 | 加仓 |
| WWD | WOODWARD INC | $778.50万 | 0.01% | 21,751 | 7,040 | 47.9% | $251.97万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $778.33万 | 0.01% | 426,017 | -719 | -0.2% | -$1.31万 | 减仓 |
| MOD | MODINE MFG CO | $777.06万 | 0.01% | 35,857 | 7,051 | 24.5% | $152.80万 | 加仓 |
| GNTX | GENTEX CORP | $775.64万 | 0.01% | 354,986 | 110,449 | 45.2% | $241.33万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $774.33万 | 0.01% | 152,697 | 49,324 | 47.7% | $250.12万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $773.06万 | 0.01% | 60,737 | 19,321 | 46.7% | $245.92万 | 加仓 |
| RL | RALPH LAUREN CORP | $772.40万 | 0.01% | 22,454 | 8,029 | 55.7% | $276.19万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $769.82万 | 0.01% | 16,032 | -1,476 | -8.4% | -$70.87万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $769.62万 | 0.01% | 82,969 | 5,719 | 7.4% | $53.05万 | 加仓 |
| WRB | BERKLEY W R CORP | $768.85万 | 0.01% | 116,000 | 7,004 | 6.4% | $46.42万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $768.52万 | 0.01% | 175,381 | 49,497 | 39.3% | $216.90万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $768.41万 | 0.01% | 50,384 | 5,539 | 12.4% | $84.48万 | 加仓 |
| FNB | F N B CORP | $767.74万 | 0.01% | 459,173 | 144,662 | 46.0% | $241.87万 | 加仓 |
| AA | ALCOA CORP | $767.39万 | 0.01% | 115,693 | 27,938 | 31.8% | $185.31万 | 加仓 |
| BURL | BURLINGTON STORES INC | $766.82万 | 0.01% | 23,567 | 15,899 | 207.3% | $517.32万 | 加仓 |
| GOVT | ISHARES TR | $764.27万 | 0.01% | 333,597 | 27,420 | 9.0% | $62.82万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $762.81万 | 0.01% | 621,182 | 246,675 | 65.9% | $302.92万 | 加仓 |
| IBDS | ISHARES TR | $761.65万 | 0.01% | 314,211 | -33,211 | -9.6% | -$80.50万 | 减仓 |
| INCY | INCYTE CORP | $761.19万 | 0.01% | 80,874 | 1,916 | 2.4% | $18.03万 | 加仓 |
| SOXX | ISHARES TR | $760.83万 | 0.01% | 23,150 | 1,394 | 6.4% | $45.81万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $760.69万 | 0.01% | 57,143 | 35,916 | 169.2% | $478.11万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $759.77万 | 0.01% | 163,886 | 9,776 | 6.3% | $45.32万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $759.42万 | 0.01% | 65,819 | 6,917 | 11.7% | $79.81万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $759.27万 | 0.01% | 47,792 | -1,218 | -2.5% | -$19.35万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $758.98万 | 0.01% | 26,145 | 6,566 | 33.5% | $190.61万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $757.01万 | 0.01% | 123,999 | 18,951 | 18.0% | $115.70万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $756.07万 | 0.01% | 57,795 | 5,026 | 9.5% | $65.75万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $753.96万 | 0.01% | 1,498,920 | 6,314 | 0.4% | $3.18万 | 加仓 |
| EVR | EVERCORE INC | $752.44万 | 0.01% | 25,207 | 10,736 | 74.2% | $320.47万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $752.10万 | 0.01% | 88,838 | 2,921 | 3.4% | $24.73万 | 加仓 |
| SQQQ | PROSHARES TR | $751.04万 | 0.01% | 93,308 | 45,085 | 93.5% | $362.89万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $750.84万 | 0.01% | 98,588 | 24,746 | 33.5% | $188.46万 | 加仓 |
| WAT | WATERS CORP | $750.61万 | 0.01% | 25,205 | 14,046 | 125.9% | $418.29万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $748.95万 | 0.01% | 34,516 | 4,995 | 16.9% | $108.39万 | 加仓 |
| AMCR | AMCOR PLC | $747.35万 | 0.01% | 188,013 | 188,013 | — | $747.35万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $746.16万 | 0.01% | 337,627 | 109,976 | 48.3% | $243.05万 | 加仓 |
| ICSH | ISHARES TR | $744.64万 | 0.01% | 147,105 | 2,401 | 1.7% | $12.15万 | 加仓 |
| RKT | ROCKET COS INC | $744.14万 | 0.01% | 522,202 | 12,030 | 2.4% | $17.14万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $740.47万 | 0.01% | 60,924 | 46,875 | 333.7% | $569.72万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $740.02万 | 0.01% | 106,631 | 4,103 | 4.0% | $28.47万 | 加仓 |